SI

Symmetry Investments Portfolio holdings

AUM $1.19B
1-Year Est. Return 44.42%
This Quarter Est. Return
1 Year Est. Return
+44.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$14.2M
3 +$10.1M
4
AAPL icon
Apple
AAPL
+$7.02M
5
SIVB
SVB Financial Group
SIVB
+$6.89M

Top Sells

1 +$13.8M
2 +$8.71M
3 +$8.47M
4
UBER icon
Uber
UBER
+$7.3M
5
EQR icon
Equity Residential
EQR
+$6.5M

Sector Composition

1 Industrials 23.63%
2 Consumer Discretionary 16.38%
3 Communication Services 13.31%
4 Financials 12.29%
5 Technology 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0
127
-20,000
128
0
129
-59,400
130
-24,538
131
0
132
0
133
-23,850
134
-19,400
135
0
136
-2,000
137
0
138
-25,000
139
0
140
0